Can I require transparency in trust-funded business operations?
Establishing a trust to fund a business venture is a strategic move for many, offering asset protection and potential tax …
Can I require the trustee to rotate investment classes periodically?
The question of whether you can require a trustee to rotate investment classes periodically within a trust is a common …
Can I require the trustee to meet with my financial advisor annually?
The question of whether you can require a trustee to meet with your financial advisor annually is a common one …
Can I require the trustee to file reports with a probate court?
The question of requiring a trustee to file reports with a probate court is a common one for those establishing …
Can I require the trust to support annual family reunions?
The question of whether you can require a trust to support annual family reunions is a common one, and the …
Can I require the trust to avoid investing in alcohol or tobacco companies?
The question of socially responsible investing within a trust is becoming increasingly common, and the answer is generally yes, you …
Can I require that the trust fund health tracking devices for dependents?
The question of incorporating requirements for health tracking devices within a trust designed for dependents is becoming increasingly prevalent, fueled …
Can I require psychological interviews prior to distributions?
The question of whether you can require psychological interviews before distributing assets from a trust is complex, deeply rooted in …
Can I require professional certifications for trustees?
The question of whether you can require professional certifications for trustees is multifaceted and largely depends on the specifics of …
Can I require periodic reassessment of family needs for trust distribution planning?
The question of whether you can require periodic reassessment of family needs for trust distribution planning is central to creating …